1.Monitors new form entry
Integrate Typeform and form submission systems to map submission metadata and contact details to create the CRM note request.
Create CRM note and mark onboarding record complete
Automatically capture new form entry data across Typeform and HubSpot. Create and update when submission reference arrives, respondent details are captured, or onboarding flags need completionβso you can create engagement notes, retrieve onboarding records, and mark onboarding complete without manual follow-up.
How this automation protects onboarding context
When form submissions roll in but CRM notes stay missing, onboarding teams lose important context. This automation turns Typeform responses into HubSpot engagement notes and updates onboarding recordsβso accounts get instant visibility without chasing updates.
Typeformor swap with your favorite app
2.Searches onboarding custom object
Integrate HubSpot and CRM data tools to search onboarding records by submission reference and return the record id to update.
HubSpotor swap with your favorite app
3.Searches company by external id
Integrate HubSpot and CRM data tools to search for the company and retrieve company id and owner details when available.
4.Creates engagement note
Integrate HubSpot and CRM note systems to create an engagement NOTE with submission summary and timestamp, linked to contact and company.
5.Updates onboarding completion flag
Integrate HubSpot and CRM record management to update the onboarding custom object form received field to mark onboarding complete.
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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